- Umpqua Bank (Scottsdale, AZ)
- Trust Officer Wealth Management Henderson, Nevada Reno, Nevada Scottsdale, Arizona Phoenix, Arizona **Description** **About Us:** At Umpqua, we create a ... for business. Together for better. **About the Role:** A Trust Officer is responsible for providing some...planning and investment issues. + Effective organizational and time management skills. + Ability to work in a team… more
- JPMorgan Chase (New York, NY)
- …the Trust Officer 's role to oversee the administration of the trust . **Job Responsibilities:** Technical and Risk Management + Analyze trust ... advisors. + Ability to work in a team-based environment. Client Relationship Management Trust Officers must develop relationships with beneficiaries and advisors… more
- Canandaigua National Bank & Trust (Sarasota, FL)
- Trust Officer II Canandaigua National Trust Company of Florida - Sarasota, FL Since 2009, Canandaigua National Trust Company of Florida (CNTF) has been ... of personal service that builds long-term relationships. As a Trust Officer II of CNTF you will:...to help you achieve your financial goals through time-tested trust and investment management strategies- a proven… more
- Bank OZK (Fort Lauderdale, FL)
- …employees. + Meets with and educates Bank partners to position the value of Trust and Wealth capabilities. + Creates market-wide business development plan in ... conjunction with the Managing Director, Chief Development Officer , Investment Advisors, and other Trust officers...delivery of quality fiduciary services to all clients of Trust and Wealth in assigned market. +… more
- Edward Jones (Tempe, AZ)
- …of trusts, estates and investment management accounts. As an Estate Settlement Trust Officer , your responsibilities will include: + Daily management of ... so, this could be the right opportunity for you! Wealth Management Advice and Solutions (WMAS) is...fiduciary services. **What You Will Do:** The Estate Settlement Trust Officer is responsible for the administration… more
- Access Dubuque (Dubuque, IA)
- …and business development?_** Join our growing Fidelity Bank & Trust Wealth Management team as a ** Trust Officer , in our Waverly branch** and play ... Trust Officer **Fidelity Bank & Trust...Bring:** + Minimum of 3 years of experience in trust and wealth management + Strong knowledge of trust… more
- Bank of America (Atlanta, GA)
- Senior Trust Officer Atlanta, Georgia **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members… more
- JPMorgan Chase (San Francisco, CA)
- …Net Worth individuals and institutions. This individual has extensive experience in wealth management and effectively introduces appropriate JPMorgan Chase ... Specialist provides high level advice and counsel, offers attractive wealth management solutions, and delivers a high...* an Insurance Specialist for certain clients * a Trust Officer in instances where we deliver… more
- Hills Bank (Cedar Rapids, IA)
- …trusts and estates for customers and their families, with the expectation of supporting other Trust and Wealth Management Officers with trust and estate ... clients of the bank. + Work in conjunction with active and potential Trust and Wealth Management customers and their legal and accounting advisors to develop… more
- Bank of America (Jacksonville, FL)
- Trust Officer II (TO II) Jacksonville,...Management + Customer and Client Focus + Risk Management + Wealth Planning + Client Experience ... to learn, grow, and make an impact. Join us! ** Trust Officer II (TO II), Private Banking,...trustee is exercising discretion, managing risk, and conducting periodic trust reviews + Supports investment management accounts… more
- Bank of America (Chicago, IL)
- Senior Trust Officer Chicago, Illinois **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members… more
- Bank of America (New York, NY)
- Senior Trust Officer New York, New York...Management + Customer and Client Focus + Risk Management + Wealth Planning + Client Experience ... responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members… more
- Dunham & Associates Investment Counsel, Inc. (Las Vegas, NV)
- TRUST OFFICER Dunham Trust Company (DTC) offers a wide range of traditional trust services designed to meet virtually any client need, from custodial ... accounts and safekeeping of assets to family trusts, wealth management and investment options. Headquartered in...in Las Vegas, Nevada, Wyoming and Colorado. The DTC Trust Officer is responsible for the coordination… more
- Bank of America (Chicago, IL)
- Senior Trust Officer Chicago, Illinois **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members… more
- Wells Fargo (Las Vegas, NV)
- …and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * ... Individual Retirement Accounts (IRA). Wells Fargo is seeking a Trust Officer - Fiduciary Specialist in ...Trust Client & Advisor Services as part of Wealth and Investment Management . Learn more about… more
- Wells Fargo (Winston Salem, NC)
- …and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * ... **About this role:** Wells Fargo is seeking a Senior Trust Officer (Senior Fiduciary Specialist) on the...Trust Client & Advisor Services as part of Wealth and Investment Management . Learn more about… more
- Wells Fargo (Austin, TX)
- …role:** Wells Fargo is seeking a Trust Officer on the Special Needs Trust Services team as part of Wealth and Investment Management . **In this role, ... and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. *… more
- M&T Bank (Wilmington, DE)
- **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary ... all trust matters and responsible for overall trust administration management for complex trust...to account administrative activities. Serve as key partner to wealth clients and developing and implementing trust … more
- Neuberger Berman (New York, NY)
- …the Institutional Trust team of NBTC. The team supports Institutional, Private Wealth Management and Intermediary businesses of the firm, and services a ... Fiduciary Officer is an important member of...internal and external managers + Significant interface with Private Wealth Investment Group to implement asset allocations in accordance… more
- Thrivent Financial (Minneapolis, MN)
- …tomorrow. JOB SUMMARY The VP, Financial Planning & Analysis (FP&A) for Advice & Wealth Management (AWM) and Insurance serves as strategic business partner and ... Operations, and Distribution functions, including the EVP, Chief Distribution Officer (CDO) and is a key member of the...Distribution leaders to grow an economically sustainable Advice & Wealth Management business as well as work… more
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